AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.42M
3
+$3.36M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.21M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.93M

Top Sells

1
+$9.95M
2
+$7.51M
3
+$7.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.32M

Sector Composition

1 Financials 7.46%
2 Technology 4.93%
3 Healthcare 3.45%
4 Industrials 3.28%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.1%
10,190
-749
127
$204K 0.1%
1,570
-8
128
$202K 0.09%
3,624
-224
129
$202K 0.09%
7,775
+1,424
130
$201K 0.09%
7,504
+1,514
131
$200K 0.09%
3,563
132
$196K 0.09%
4,323
-97
133
$191K 0.09%
3,677
-85
134
$190K 0.09%
1,250
-12
135
$189K 0.09%
5,024
+4,615
136
$188K 0.09%
2,509
137
$187K 0.09%
3,738
-334
138
$183K 0.09%
5,602
-380
139
$183K 0.09%
4,193
140
$182K 0.09%
40,210
-130
141
$181K 0.09%
1,893
+70
142
$181K 0.09%
2,164
-530
143
$179K 0.08%
4,560
+987
144
$178K 0.08%
3,803
+806
145
$175K 0.08%
3,853
-155
146
$175K 0.08%
2,553
147
$174K 0.08%
5,324
148
$174K 0.08%
8,139
-839
149
$170K 0.08%
+2,586
150
$170K 0.08%
198
+3
4 5
6
7 8